Everything your team needs to resolve conversations faster.

One screen. Every client profile loaded. Every conversation history visible. Every channel connected. Your team stops hunting for context — and starts resolving.

One platform, every part of your customer service operation

Conversations Overview

See all open conversations, queues, and priorities at a glance.

Contextual View

Client profile, contact history, and account details loaded instantly.

Conversation Timeline

Full history across every channel in one view.

Knowledge Management

Articles and policies surface automatically as agents type.

Dynamic Knowledge

AI prompts agents with answers before they search.

Contact Management

Client profiles that update across every conversation.

AI Agent

Real-time agent guidance through difficult conversations powered by AI.

Workload & Availability

Balance capacity and manage who is active on which channels.

HOW IT WORKS

Three shifts that change everything

01

Your team already knows who is calling. Before they pick up.

Voice call on Monday. WhatsApp on Wednesday. SMS on Friday. When they call back, your agent opens one screen and sees all of it. The client picks up where they left off. So does your team.

Unified contact profile loads the moment a conversation opens

Full cross-channel conversation timeline — voice, WhatsApp, SMS in one view

Internal notes visible to the team — invisible to the client

AJ
Anthony
···
Phone Number
+44 7443 839764
View Contact
Conversation History
Alice Support✦ AI
#149 · 16 hours ago
Daniel
#147 · default · 1 day ago
Daniel
#146 · default · 1 day ago
Daniel
#145 · default · 1 day ago
Precious
#144 · default · 2 days ago
Tracking
02

The AI Agent works alongside your team. Not instead of them.

As your agent types, the Simplexi AI Agent surfaces the right Knowledge Base article — before they finish the question. It suggests a reply. It summarises a long thread. The agent stays focused on the client.

Knowledge Base articles surface automatically as agents type — no searching

AI summaries of long threads so agents catch up instantly

Back/📊 Lead qualification
🌐+
Next steps & qualification criteria
process
Common objections & responses
sales, objections
Pricing tiers
pricing
Product overview
product
H2H3H4H5H6BI1.
Next steps & qualification criteria
Indexedprocess ×+ tag
Qualification criteria

A qualified lead should meet most of these criteria:

Has a clear pain point your product addresses
Has budget or can access budget
Has a decision timeline (within 3 months)
Is a decision-maker or influences the decision
Next steps after qualifying
Book a demo with the sales team
Send a tailored proposal
Follow up within 48 hours
03

New agents hitting their stride in days — not months.

New agents work from the same screen as your most experienced ones. The AI Agent surfaces answers before they need to ask a colleague. And when a call gets difficult, supervisors can coach in real time.

AI Co-Pilot guides new agents through difficult conversations in real time

Whisper Mode — supervisors coach live without the client hearing

Knowledge Base and suggested replies reduce reliance on senior agents

Agent composition

Define how this agent hands off mid-conversation — to specialist agents or to a human. Each handoff becomes a tool the LLM can call.

Alice Support
This agent — entry point
H
Human agent
humanEditRemove
When user want to speak to a human
transfer_to_human